Columbus, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Anova Management
Supported
Firm-wide stats for Anova Management
About
ANOVA Management provides discretionary investment management to individuals and high‑net‑worth clients, as well as trusts, estates, charitable organizations, corporations, and other business entities, and does not impose an account minimum. Services focus on portfolio management using exchange‑traded funds and periodic rebalancing under a written advisory agreement.
The firm’s investment approach centers on its Efficient Market Portfolio Plus (EMP Plus) strategy, which applies quantitative algorithms to detect an “upward bias” and shifts allocations between broad equity ETFs, cash or cash equivalents, and, at times, defensive short ETF positions to seek lower drawdowns. ANOVA uses pro forma (hypothetical) performance modeling to set thresholds for those defensive moves and generally manages client accounts on a discretionary basis.
ANOVA is under common ownership with an affiliated, SEC‑registered adviser that sponsors an affiliated ETF (launched in 2024), and the brochure discloses this relationship along with mitigation steps such as not charging advisory fees on client assets invested in the affiliated ETF. The firm’s advisory scope is notably concentrated on that affiliated ETF rather than broad third‑party manager selection, which is a distinguishing feature relative to many peers.
Based on Anova Management
Location
Columbus TX
Advisors at this office
2
Advisors at this office
Robert C
Series 65
Columbus, TX
Anova Management
Robert Coakley is a Series 65-licensed advisor at Anova Management with three years of industry experience. He serves as CEO of Natured Ease, a company specializing in broad spectrum hemp CBD products, including tinctures and creams. His prior experience includes roles at The CBD Factories, Blutonic, Inc., and Coed Media Group LLC. Anova Management provides discretionary investment management to individuals, high-net-worth clients, and various entities, focusing on portfolio management using exchange-traded funds and a quantitative strategy called Efficient Market Portfolio Plus to manage risk and asset allocation.
Wayne P
Series 65
Columbus, TX
Anova Management
Wayne Penello is a financial advisor at Anova Management with four years of industry experience. He holds a Series 65 designation and has previously worked at NextGen EMP and Risked Revenue Energy Associates. Outside of advising, he serves on the board of directors for AEGIS-HEDGING SOLUTIONS, a company focused on commodities research and portfolio management software, and is a co-author of the book *Risk is an Asset*. Anova Management provides discretionary investment management to individuals, high-net-worth clients, and various entities without account minimums. The firm’s approach centers on its Efficient Market Portfolio Plus strategy, which uses quantitative algorithms to adjust allocations among broad equity ETFs, cash, and defensive short ETF positions to manage risk and seeks lower drawdowns.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)